Unclaimed Profile

David Blane Daughtrey

COPPERWYND FINANCIAL, LLC·SCOTTSDALE, Arizona

SIE, Series 4, Series 7, Series 24, Series 63, Series 66CFP CFAClean record22 years registeredCOPPERWYND FINANCIAL, LLC

14256 N. NORTHSIGHT BLVD., SCOTTSDALE, AZ 85260CRD# 2043611Firm CRD# 143442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Blane Daughtrey · SCOTTSDALE, AZ

Registration

CRD #2043611 · COPPERWYND FINANCIAL, LLC · 22 years registered

Brand Profile

Not yet started

Career History

LIDO

Jun 2025 – present

COPPERWYND FINANCIAL

Apr 2007 – Jul 2025

SCOTTSDALE, AZ

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Apr 2005 – Aug 2011

SCOTTSDALE, AZ

COMMONWEALTH FINANCIAL NETWORK

Jan 2005 – Mar 2005

PHOENIX, AZ

WALNUT STREET SECURITIES, INC.

Nov 2003 – Jan 2005

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · November 14, 2003

Years registered · 22

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COPPERWYND FINANCIAL, LLC

CRD 143442 · SEC 801-67763

AUM

$531M

Regulatory assets under management

Employees

1,938 client accounts

Services offered by COPPERWYND FINANCIAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at COPPERWYND FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does David Blane Daughtrey offer?

David Blane Daughtrey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are David Blane Daughtrey's credentials?

David Blane Daughtrey holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Blane Daughtrey located?

David Blane Daughtrey is based in SCOTTSDALE, Arizona, working with COPPERWYND FINANCIAL, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does David Blane Daughtrey charge for services?

David Blane Daughtrey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COPPERWYND FINANCIAL, LLC?

COPPERWYND FINANCIAL, LLC has approximately 9 employees and manages $531M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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